+553.0%
AMZN vs STLA
+51.6%
+501.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.7% | -3.8% | +1.1% | -1.7% |
| 30D | -7.5% | -3.1% | -4.4% | -6.9% |
| 3M | +5.8% | -19.6% | +25.5% | +11.4% |
| 6M | +17.5% | -23.5% | +41.0% | +24.8% |
| YTD | +9.1% | -51.5% | +60.6% | +29.3% |
| 1Y | +9.4% | -39.7% | +49.0% | +21.2% |
| 3Y | +82.2% | -66.3% | +148.5% | +126.4% |
| 5Y | +45.2% | -63.1% | +108.4% | +71.0% |
| All | +553.0% | +51.6% | +501.4% | +497.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded STLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling